Bell Investment Advisors, Inc
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$639.2M
Holdings
1,858
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GBIL
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
10.1%
02
$FNDX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
9.5%
03
$VMBS
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
7.7%
04
$TDTT
FLEXSHARES TR
Held since at least Q1 2024
7.6%
05
$TLT
ISHARES TR
Held since at least Q1 2024
5.8%
06
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.9%
07
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.6%
08
$MTUM
ISHARES TR
Held since at least Q1 2024
3.3%
09
$VTV
VANGUARD INDEX FDS
Q1 2026: New position (3.5k shares)
3.0%
10
$QUAL
ISHARES TR
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:20 UTC.